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Practice Optimization
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For Asset Managers

As a full service marketing and practice management company, Focus Partners can provide Asset Management firms with additional resources to help support their current goals and initiatives as they relate to helping current and new wholesalers build stronger more profitable relationships and gather additional assets.  As a part of the virtual team, we can offer value added content, keynotes/workshops and coaching that will help drive real, measurable and tangible bottom line results.

VALUE ADDED WORKSHOPS

Advisors and their management are always looking for best practices on how to gather more assets, build stronger relationships, etc. Focus Partners can be your value added resource by delivering live keynotes, workshops and webinars on a variety of business building topics including but not limited to client segmentation/service models, client acquisition, centers of influence, and qualified introductions. These workshops are wide reaching, impactful and contain actionable ideas that advisors can act upon immediately. 

FIRM INTRODUCTIONS

Knowing the right person is critical to getting access to those “hard to crack” offices and firms.  The Focus Partners network has numerous contacts at most every wirehouse, regional firm and custodian in the country.  Where appropriate, we will facilitate introductions into those firms and offices that are a focus for the asset management firm.  

WHOLESALER COACHING/TRAINING

Wholesalers face many of the same hurdles as Financial Advisors.  Time management, meetings, proposals and a multitude of other responsibilities can have an impact on doing the right things, at the right time, with the right people.  Focus Partners can work with both internal and external wholesalers by coaching them on best practices related to:

  • Territory management
  • Pipeline management
  • Time management
  • Referrals
  • Networking and developing Centers of Influence
  • Other topics as required

CONTENT DEVELOPMENT – MARKETING IDEA OF THE MONTH

Advisors are always looking for marketing and practice management ideas.  To help position the asset management firm as a true “partner” in helping the advisor grow their practice, Focus Partners can supply the wholesaler team with an “idea of the month”.  Each month, Focus Partners will provide the wholesaler team with a business building idea (and any associated materials if applicable) that they can talk about with their advisor clients and prospects.

Contact us to learn more about how we can work as your business partner.


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